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@meederinvestment.com
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2 phones found area 866 and 614
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Dale Smith, Cfa is listed as Chief Investment Officer at Meeder Investment Management at Meeder Investment Management, a company with 108 employees, based in Dublin, Ohio, United States. AeroLeads shows a work email signal at meederinvestment.com, phone signal with area code 866, 614, and a matched LinkedIn profile for Dale Smith, Cfa.
Dale Smith, Cfa previously worked as Chief Investment Officer at Meeder Investment Management and Senior Vice President, Financial Services at Bisys Fund Services. Dale Smith, Cfa holds Mfe, Economics And Finance from Ohio University.
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AeroLeads found 1 current-domain work email signal for Dale Smith, Cfa. Compare company email patterns before reaching out.
Accomplished financial executive with over 30 years experience. Progressively responsible and diversified experience in investments, accounting, operations, business development, budgeting, and strategic planning. Demonstrated ability to provide extremely high levels of client service while consistently exceeding financial targets. Solid project management skills with effective combination of directing multiple priorities and generating innovative strategies to meet and exceed performance objectives.
Listed skills include Mutual Funds, Investments, Equities, Fund Accounting, and 15 others.
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Dublin, Ohio
Responsible for planning, organizing, staffing, directing and controlling all investment related functions and activities for 40 year old financial services firm with over $30 Billion under management and advisement. Responsible for multiple investment platforms, including various separately managed accounts and 11 public mutual funds (“The Meeder Funds” –.
Columbus, Ohio
Orchestrated and administered all facets of BISYS’ mutual fund accounting and financial administration for all domestic mutual fund operations, encompassing over 50 clients, over 900 funds, over 2,000 classes and total net assets of over $375 Billion. Managed and led staff of over 450 professionals in four countries, including Treasurers and Principal.
Columbus, Ohio
Recruited and challenged to revitalize and turn around underperforming unit challenged by significant operational and staffing issues. Initiated assignment with a comprehensive analysis of existing operations to restructure operations, optimize strengths, eliminate weaknesses and reposition for solid growth. Redesigned organizational structures, redesigned.
Full accounting, financial analysis, financial reporting, budgeting and business planning responsibility for entire division, including international operations. Maintained books and records for approximately 10 NASD registered broker dealers. Provided all required financial information to parent company. Key participant in successful move of overall.
Columbus, Ohio
Recruited to establish new Fund Accounting department for growing Mutual Fund Administrator. Starting with 1 client with 4 funds and $400 million in net assets, grew organization to 12 clients, 60+ funds, $10+ Billion in net assets over a 4 year period. Established and implemented all department procedures, recruited all staff and interfaced regularly with.
Fast-track promotions through a series of increasingly responsible positions. Managed/supervised 4 of 10 largest client relationships in one of firm’s 10 largest national offices.
Other employees you can reach at meederinvestment.com. View company contacts for 108 employees →
Sydney Brown
Colleague at Meeder Investment Management
Bloomington, Indiana, United States, United States
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ZB
Zac Brown
Colleague at Meeder Investment Management
Westerville, Ohio, United States, United States
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RH
Rebecca Horgan
Colleague at Meeder Investment Management
Columbus, Ohio, United States, United States
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HM
Harold Meadows
Colleague at Meeder Investment Management
Dublin, Ohio, United States, United States
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SG
Steve Goodman
Colleague at Meeder Investment Management
Dublin, Ohio, United States, United States
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DK
Derek Keisel
Colleague at Meeder Investment Management
Westerville, Ohio, United States, United States
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PF
Pete Federico, Ctp
Colleague at Meeder Investment Management
Charlotte Metro, United States
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JS
Jason Szabo, Cfa
Colleague at Meeder Investment Management
Columbus, Ohio, United States, United States
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AA
Aaron Anthony
Colleague at Meeder Investment Management
Enon, Ohio, United States, United States
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LC
Lindi Cisco Prenger
Colleague at Meeder Investment Management
Dublin, Ohio, United States, United States
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Activities and Societies: National Merit Scholar; University Senate; Captain of Ohio State's first Ultimate Frisbee TeamStarted Fall of.
Quick answers generated from the profile data available on this page.
Dale Smith, Cfa works for Meeder Investment Management.
Dale Smith, Cfa is listed as Chief Investment Officer at Meeder Investment Management at Meeder Investment Management.
AeroLeads has found 1 work email signal at @meederinvestment.com for Dale Smith, Cfa at Meeder Investment Management.
AeroLeads has found 2 phone signal(s) with area code 866, 614 for Dale Smith, Cfa at Meeder Investment Management.
Dale Smith, Cfa is based in Dublin, Ohio, United States while working with Meeder Investment Management.
Dale Smith, Cfa has worked for Meeder Investment Management, Bisys Fund Services, The Winsbury Company, and Coopers & Lybrand.
Dale Smith, Cfa's colleagues at Meeder Investment Management include Sydney Brown, Zac Brown, Rebecca Horgan, Harold Meadows, and Steve Goodman.
You can use AeroLeads to view verified contact signals for Dale Smith, Cfa at Meeder Investment Management, including work email, phone, and LinkedIn data when available.
Dale Smith, Cfa holds Mfe, Economics And Finance from Ohio University.
Dale Smith, Cfa is listed with skills including Mutual Funds, Investments, Equities, Fund Accounting, Fixed Income, Finance, Financial Analysis, and Securities.
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